STIFEL FINANCIAL CORP
Position in ETO — Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
CIK 720672
ST. LOUIS, MO
Position in ETO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,620,705
+$490,799 QoQ
Shares Held
52,501
+23.8% QoQ
Ownership
0.320%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 73 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,481,600,305 across 287 Asset Management names. ETO ranks #111 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
2,226,603 | $262,004,372 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
2,837,188 | $120,835,834 | |
| 3 | BLK |
BlackRock, Inc.
|
122,288 | $117,587,246 | |
| 4 | TROW |
Price T Rowe Group Inc
|
845,480 | $96,122,619 | |
| 5 | ARCC |
Ares Capital Corp
|
2,640,857 | $48,935,077 | |
| 6 | APO |
Apollo Global Management, Inc.
|
289,781 | $34,283,987 | |
| 7 | AMP |
Ameriprise Financial Inc
|
59,829 | $27,447,149 | |
| 8 | KKR |
KKR & Co. Inc.
|
273,957 | $25,143,771 |
All Filings in ETO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,620,705 | 52,501 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,129,906 | 42,398 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,335,187 | 43,993 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,193,458 | 43,304 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,240,516 | 45,624 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,513,533 | 183,701 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,565,037 | 180,722 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,805,412 | 181,063 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,719,973 | 185,097 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,694,016 | 187,911 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,480,583 | 189,534 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,072,085 | 190,730 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,375,969 | 190,591 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,108,526 | 184,819 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,247,322 | 107,322 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $791,060 | 39,084 | Shares | Defined | 2022-11-14 | |
| 2021-03-31 | $318,628 | 12,129 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $419,684 | 16,608 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $312,369 | 15,025 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $257,237 | 12,391 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $204,746 | 11,535 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||